NFO Monitor

Fund Facts

Name of Fund:

UTI Quant
Opening:

2nd January 2025
Closing:

16th January 2025
Scheme Type:

Open Ended Equity Sectoral/ Thematic
Minimum Investment:

Rs. 1,000/- and in multiples of Re.1/- thereafter.
Plan:

Regular and Direct
Options:

Growth
Entry Load:

Not Applicable
Exit Road:

1% of NAV if units are redeemed/switched out within 90 days from the date of allotment
Thereafter:

Nil

Fund Stats

Objective

The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme.

Benchmark:
BSE 200
Fund Manager:
Sharwan Kumar Goyal, Deepesh Agarwal

Asset Allocation

80-100 % Equity

upto 20% Money Market

Comparable existing schemes

ICICI Prudential Quant Fund	-3.37(6M)	14.40(1Y)
Nippon India Quant Fund	-5.43(6M)	11.84(1Y)

Fund Prognosis

Idea Distiller

A multi factor quantitative strategy for a not so popular category.

Fund House AAUM:
Rs 35259246.48 Lakhs(as on 31st December, 2024)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

UNIQNESS
RETURN
RISK
OPERABILITY

OOMP Factor

Quite attractive. A new idea to look at the quant system for investing. And back testing shows it is a lower risk system.

UTI Quant